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Caustic soda: Quotes in some regions continue to be firm and upward, and market transactions vary among regions

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September 8, 2023, 3:07 PM


Caustic soda spot analysis:      today, China's caustic soda market is rising regionally, the market in some areas has a good support, prices continue to rise mainly, there are some differences in supply and demand in different regions, there is little change in supply and demand in most areas, and the inventory pressure in some areas does not support the local market obviously. Today, the trend of the liquid alkali market continues to rise, the price shows a regional rise, and the market trading atmosphere in some areas is OK. Judging from the price adjustment in various regions, 32% of the ion-exchange membrane alkali rose 10-128 yuan / ton, 50% ion-exchange membrane alkali rose 20 yuan / ton in some areas, 49% ion-exchange membrane alkali rose 20-50 yuan / ton, and the prices of other concentrations of alkali remained stable, and the price range has not been significantly adjusted. Local enterprise inventory is relatively low, inventory pressure is not great, coupled with the smooth shipment of some regional enterprises, relatively tight supply, supporting the local market transaction price center of gravity shift mainly; individual areas are boosted by the increase in export orders, the local market price adjustment; in addition, individual areas have new equipment maintenance, supply is obvious in the face of its support, prices rise mainly. The overall trend of the market in other regions is relatively stable, the supply and demand side has not changed much, the industry is mainly watching the market, and the price has not fluctuated obviously. Upstream part of the production enterprises raised factory quotations, the increase varies, some manufacturers continue to stabilize prices wait and see. Today, the tablet alkali market also shows a regional rising trend, the market transaction atmosphere is relatively flexible, the signing performance of manufacturers in some areas is OK, the mentality of manufacturers in price-raising is strong, and there is not much stock in the local market, which supports the rise in transaction prices in the local market. The quotations of manufacturers in some areas are relatively strong, which is good support for the local tablet alkali market, while the enthusiasm of some market inquiries is slightly poor, and market prices remain stable for the time being. Wait and see the market.

 

Market price of caustic soda:

Summary of market price of caustic soda (unit: yuan / ton)

Specifications

Market

September seventh

September eighth

Rise and fall

Remarks

32% ionic membrane alkali

Northeast China

950-1300

950-1300

0/0

Ex-factory price

Northwest

752-768

864-896

112/128

Ex-factory price

North China

770-910

770-910

0/0

-

Hebei

830-840

840-860

10/20

Ex-factory price

South China

990-1200

990-1200

0/0

Can price

Shandong

780-835

780-835

0/0

Current exchange rate

Zhejiang

1030-1050

1030-1050

0/0

-

Jiangsu Province

830-880

840-900

10/20

Delivery price

Tianjin

2700-2800

2700-2800

0/0

A discount of 100%

Anhui Province

900-920

900-920

0/0

Ex-factory price

Henan

2700-3050

2700-3050

0/0

A discount of 100%

50% ionic membrane alkali

North China

1360-1850

1360-1850

0/0

Ex-factory price

Hebei

1400-1850

1420-1850

20/0

Ex-factory price

Shandong

1340-1400

1340-1400

0/0

Current exchange rate

Tianjin

2900-2980

2900-2980

0/0

A discount of 100%

Southwest

3400-3500

3400-3500

0/0

A discount of 100%

99% tablet alkali

Northwest

3100-3400

3100-3400

0/0

Ex-factory price

Shandong

3350-3450

3350-3450

0/0

Ex-factory price

45% ionic membrane alkali

Northeast China

1680-1750

1680-1750

0/0

Ex-factory price

49% ionic membrane alkali

Jiangsu Province

1310-1380

1360-1400

50/20

Ex-factory price

30% ionic membrane alkali

Southwest

990-1020

990-1020

0/0

-

48% ionic membrane alkali

Henan

3100-3350

3100-3350

0/0

A discount of 100%

 

Caustic soda index analysis: according to Tuduoduo data, China's caustic soda index rose to 2683.03 on Sept. 8, up 52.8%, or 2.008%. China's caustic soda index rose.

 

 

Forecast in the later stage of caustic soda: & on the supply side of nbsp;  , there are still individual devices under maintenance, few devices are planned to be overhauled in the short term, and the production capacity involved is relatively limited, but it is understood that the inventory of manufacturers in the main producing areas is low, the inventory pressure is not enough to support the market, and the supply side of the market is expected to be relatively stable in the short term. On the demand side, in the near future, alumina enterprises in individual areas will increase negative production, alumina enterprises in some areas will resume production, the start-up of alumina enterprises will still be improved in the later stage, the demand for caustic soda procurement will increase, and the start-up of other industries downstream will be relatively stable. demand is expected to change little in the short term, and the demand side as a whole is in a trend of regional slight increase. In the short term, the fundamentals may show regional differences. In addition, the majority of Jinjiu node operators still have expectations, and regional price increases in the short-term caustic soda market are expected to dominate.

 

Market price of liquid chlorine:

Summary of market price (unit: yuan / ton)

Area

September seventh

September eighth

Rise and fall

Remarks

Northeast China

1-300

100-400

99/100

Tank car quotation

Shandong province

100-250

200-350

100/100

Tank car quotation

Zhejiang Province

500-600

500-600

0/0

Tank car quotation

East China region

1-100

100-250

99/150

Tank car quotation

Southwest China

400-600

400-600

0/0

Tank car quotation

Central China

100-300

100-300

0/0

Tank car quotation

Inner Mongolia

-300-100

-300-100

0/0

Tank car quotation

Anhui province

50-200

50-200

0/0

Tank car quotation

Hebei Province

1-300

100-400

99/100

Tank car quotation

 

Liquid chlorine index analysis:    according to Tuduoduo data, China's liquid chlorine spot index rose 38.89%, or 16.28%, to 277.78 on Sept. 8, while China's liquid chlorine index rose.